CrowdStrike Holdings 경영진
경영진 기준 점검 2/4
CrowdStrike Holdings CEO는 George Kurtz, Nov2011 에 임명되었습니다 의 임기는 14.5 년입니다. 총 연간 보상은 $247.58M, 0.4% 급여 및 99.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.51B 가치에 해당하는 회사 주식의 0.89% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.9 년과 12.8 년입니다.
핵심 정보
George Kurtz
최고경영자
US$247.6m
총 보수
| CEO 급여 비율 | 0.44% |
| CEO 재임 기간 | 14.5yrs |
| CEO 지분 보유율 | 0.9% |
| 경영진 평균 재임 기간 | 3.9yrs |
| 이사회 평균 재임 기간 | 12.8yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • May 26
CrowdStrike Is Back To Its Overvalued Status (Earnings Preview)
Summary CrowdStrike Holdings has surged nearly 50% month-to-date, driven by renewed enthusiasm for its AI security positioning. Despite strong Q4 results: $1.9B ARR (+45% YoY), improving profitability, and rapid Falcon Flex growth—CRWD appears priced to perfection. Consensus expects Q1 revenues of $1.36B (+23.5% YoY) and adjusted EPS of $1.07 (+46.2% YoY), but valuation leaves little margin of safety. I maintain a Hold rating, citing high expectations, potential 'sell the news' risk, and limited upside at current multiples. Read the full article on Seeking Alpha
내러티브 업데이트 • May 24
CRWD: Future Returns Will Depend On AI Security Hype Unwinding
Analysts have nudged the fair value estimate for CrowdStrike higher to about $535 per share from roughly $490, pointing to stronger channel checks around Falcon platform demand, platform consolidation and AI driven security use cases, partially balanced by modestly lower revenue growth and profit margin assumptions and a higher future P/E near 257x versus about 227x previously. Analyst Commentary Recent Street research around CrowdStrike clusters around two themes: the stock is being priced for strong execution on Falcon platform adoption, and there is an active debate about how much of that execution is already reflected in current valuation.
내러티브 업데이트 • May 01
CRWD: AI Disruption Fears And Software Multiple Compression Will Cap Forward Upside
Analysts nudged their fair value estimate for CrowdStrike shares up by about $1 to $378.70 as they factor in Street research that highlights growing confidence in the company's growth avenues, AI driven security opportunities, and ongoing platform momentum, even as some price targets across the sector have been reset to reflect software multiple compression. Analyst Commentary Street research around CrowdStrike is broadly constructive, but a group of bearish analysts has been trimming price targets and flagging areas where expectations may be running ahead of themselves.내러티브 업데이트 • Apr 17
CRWD: AI Pullback Fears And Multiple Compression Will Restrain Platform Upside
Analysts nudged their price target on CrowdStrike higher to $377.36 from $374.82, citing updated models that reflect slightly stronger assumed revenue growth, modestly higher profit margins, and a small adjustment to the discount rate and future P/E after a series of Q4 reviews, target tweaks, and fresh bullish initiations across the Street. Analyst Commentary Street research around CrowdStrike has been active, with a mix of supportive views and more cautious resets.내러티브 업데이트 • Apr 02
CRWD: Future Performance Will Reflect AI Security Partnerships And Platform Share Gains
The analyst fair value estimate for CrowdStrike Holdings has been adjusted slightly lower by around $1 to $489.86, as analysts weigh sector wide multiple compression against company specific views on AI tailwinds, platform breadth, and ongoing share gains highlighted across recent upgrades and price target resets. Analyst Commentary Recent Street research around CrowdStrike reflects a mix of optimism on execution and AI driven product breadth, alongside a reset in valuations as software multiples compress across the sector.내러티브 업데이트 • Mar 19
CRWD: Future Performance Will Reflect AI Security Leadership In Next Generation SOC
CrowdStrike's updated analyst fair value estimate has moved to about $490 from roughly $547, as analysts reset price targets in the $440 to $525 range. They continue to highlight AI driven Security Operations Center opportunities, share gains in endpoint, and steady ARR trends as key parts of the thesis.내러티브 업데이트 • Mar 05
CRWD: AI Security Platform And Identity Expansion Will Temper Crowded Trade Fears
Narrative Update on CrowdStrike Holdings Our updated view reflects a lower analyst price target of $374.82, down from $414.96, as analysts recalibrate revenue growth, profit margin and future P/E assumptions, while still highlighting strong Q4 execution, resilient ARR trends and ongoing AI and platform tailwinds across recent research. Analyst Commentary Across recent research, you are seeing a mix of optimism on CrowdStrike's execution and platform, paired with a clear reset in expectations as many firms trim price targets.
새로운 내러티브 • Mar 01
CrowdStrike Holdings, Inc. (CRWD): The AI Sentinel – Defending the Digital Frontier in the 2026 "Arms Race"
CrowdStrike (CRWD) enters March 2026 as the linchpin of the cybersecurity industry, currently trading at $371.98 as of the February 27 close. The stock has experienced a volatile start to the year, retreating roughly 32% from its 52-week high of $566.90 due to broader valuation re-ratings in the software sector and a recent 9% plunge following its $740 million acquisition of identity-security startup SGNL.내러티브 업데이트 • Feb 18
CRWD: Future Performance Will Reflect AI Security Leadership And Expanding Identity Platform
Narrative Update: CrowdStrike Holdings The updated analyst price target for CrowdStrike edges higher to about $547 from roughly $533, as analysts factor in slightly stronger modeled revenue growth and profit margins, along with a more moderate future P/E assumption and mixed, but generally constructive, Street research around AI security positioning and recent rating changes. Analyst Commentary Recent research on CrowdStrike gives you a mixed but generally constructive picture, with several firms adjusting price targets and ratings as they reassess AI risk, software multiples, and security spending trends.내러티브 업데이트 • Feb 04
CRWD: AI Identity Focus And Crowded Trade Will Shape Future Market Perception
Analysts nudged their price expectations for CrowdStrike higher, with the updated fair value estimate now clustered around the mid $400s. This reflects survey based optimism on revenue growth, improving profit margins and a lower future P/E, offset by at least one more cautious stance on sector wide security spending and AI tailwinds.내러티브 업데이트 • Jan 21
CRWD: AI Identity Push And Crowded Trade Likely To Reshape Future Multiple
Analysts made a small adjustment to our CrowdStrike fair value estimate to about $415 per share from about $416, reflecting slightly higher modeled revenue growth, modestly stronger profitability, and slightly lower future P/E expectations in light of recent price target changes and mixed but generally constructive Street commentary. Analyst Commentary Recent Street research around CrowdStrike has been active, with most firms maintaining constructive views on the business while adjusting price targets within a relatively tight band.
내러티브 업데이트 • Jan 06
CRWD: Q3 Net New ARR Execution Will Drive AI Security Upside
Analysts lifted our CrowdStrike fair value estimate from US$600.50 to US$692.37, reflecting Street price target increases into the US$580 to US$706 range, supported by partner checks, reseller surveys, expected Q3 net new ARR strength, and continued interest in cybersecurity names tied to AI trends. Analyst Commentary Bullish analysts have been moving targets higher across the board, with fresh work on channel checks, reseller surveys, and AI related demand all feeding into a more constructive view on CrowdStrike ahead of upcoming Q3 results.내러티브 업데이트 • Dec 15
CRWD: Elevated Expectations For AI Security May Trigger Future Multiple Compression
Analysts have raised their fair value estimate for CrowdStrike Holdings to approximately $416 from about $363, citing broadly higher Street price targets. These targets are underpinned by expectations for sustained net new annual recurring revenue momentum, improving profitability, and durable double digit long term growth supported by AI driven security demand.내러티브 업데이트 • Dec 01
CRWD: Future Performance Will Reflect AI Expansion And Competitive Industry Dynamics
CrowdStrike Holdings saw its analyst price target increase from approximately $519 to $533. Analysts cited ongoing momentum in annual recurring revenue and positive channel checks as reasons for heightened expectations.내러티브 업데이트 • Nov 17
CRWD: Future Performance Will Hinge On AI Expansion Amid Competitive Pressures
CrowdStrike Holdings' fair value estimate has been raised by analysts from approximately $506 to $519 per share. This reflects increased confidence in the company's growth prospects, and strong recent channel checks support higher price targets across Wall Street.내러티브 업데이트 • Nov 01
CRWD: AI Expansion And Security Consolidation Will Sustain Demand Amid Competitive Risks
CrowdStrike Holdings' analyst price target was raised slightly to approximately $506, reflecting ongoing momentum in cybersecurity demand as well as analysts' increased confidence in the company's growth trajectory and product innovation. Analyst Commentary Recent research notes show that sentiment among Wall Street analysts remains largely positive on CrowdStrike Holdings, although some caution persists regarding valuation and near-term risks.내러티브 업데이트 • Oct 18
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
CrowdStrike Holdings' fair value estimate edged higher to $498.91 from $495.45. Analysts cite continued momentum in deal flow, expanding product opportunities, and a growing pipeline as supporting factors for the modest price target increase.내러티브 업데이트 • Oct 04
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
CrowdStrike Holdings' analyst price target has been raised from approximately $482 to $495. Analysts cite renewed momentum, accelerating growth prospects, and strengthening competitive positioning for the company.내러티브 업데이트 • Sep 19
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
Analysts raised CrowdStrike’s price target to $481.53 (+2.6%) driven by optimism around its expanding AI and security portfolio, long-term ARR growth targets, supportive guidance, and strong customer demand, despite some caution regarding near-term ARR flow-through and revenue translation. Analyst Commentary Bullish analysts cited CrowdStrike’s expanding product portfolio—especially into AI, identity, and agentic solutions—as accelerating growth vectors and supporting premium valuation multiples.내러티브 업데이트 • Aug 29
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
Analysts have modestly lowered their price target for CrowdStrike Holdings to $468.95, citing mixed revenue outperformance and questions around the translation of strong net-new ARR into long-term growth, despite continued momentum in key segments and robust cybersecurity demand. Analyst Commentary Net-new annual recurring revenue (ARR) growth remains a bright spot, particularly in Cloud Security, Next-Gen Identity, and SIEM, driving optimism for sequential ARR acceleration and positioning Flex as a future growth lever.분석 기사 • Jul 21
Is CrowdStrike Holdings (NASDAQ:CRWD) Using Debt In A Risky Way?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jan 31 2026 | US$248m | US$1m | -US$163m |
| Oct 31 2025 | n/a | n/a | -US$314m |
| Jul 31 2025 | n/a | n/a | -US$297m |
| Apr 30 2025 | n/a | n/a | -US$172m |
| Jan 31 2025 | US$35m | US$1m | -US$15m |
| Oct 31 2024 | n/a | n/a | US$127m |
| Jul 31 2024 | n/a | n/a | US$170m |
| Apr 30 2024 | n/a | n/a | US$132m |
| Jan 31 2024 | US$47m | US$950k | US$72m |
| Oct 31 2023 | n/a | n/a | -US$12m |
| Jul 31 2023 | n/a | n/a | -US$93m |
| Apr 30 2023 | n/a | n/a | -US$151m |
| Jan 31 2023 | US$37m | US$900k | -US$183m |
| Oct 31 2022 | n/a | n/a | -US$178m |
| Jul 31 2022 | n/a | n/a | -US$173m |
| Apr 30 2022 | n/a | n/a | -US$181m |
| Jan 31 2022 | US$148m | US$750k | -US$235m |
| Oct 31 2021 | n/a | n/a | -US$212m |
| Jul 31 2021 | n/a | n/a | -US$186m |
| Apr 30 2021 | n/a | n/a | -US$158m |
| Jan 31 2021 | US$21m | US$550k | -US$93m |
| Oct 31 2020 | n/a | n/a | -US$102m |
| Jul 31 2020 | n/a | n/a | -US$113m |
| Apr 30 2020 | n/a | n/a | -US$135m |
| Jan 31 2020 | US$1m | US$450k | -US$142m |
보상 대 시장: George의 총 보수(USD247.58M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.78M)보다 높습니다.
보상과 수익: George의 보상은 회사가 적자임에도 증가했습니다.
CEO
George Kurtz (54 yo)
14.5yrs
재임 기간
US$247,579,143
보수
Mr. George R. Kurtz is Independent Director of Armadin, Inc. from April 27, 2026. Mr. Kurtz is Member of International Advisory Board of Banco Santander, S.A. He is Executive-in-Residence of Warburg Pincus...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 14.5yrs | US$247.58m | 0.89% $ 1.5b | |
| President | 3.2yrs | US$33.63m | 0.15% $ 263.9m | |
| Chief Financial Officer | 10.7yrs | US$17.38m | 0.15% $ 248.0m | |
| Co-Founder | 14.5yrs | 데이터 없음 | 데이터 없음 | |
| Chief Accounting Officer | 4.1yrs | 데이터 없음 | 0.022% $ 37.8m | |
| Chief Technology Officer | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Information Officer | no data | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations & Strategic Finance | no data | 데이터 없음 | 데이터 없음 | |
| Chief Legal Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Communications Officer | 1yr | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources Officer | no data | 데이터 없음 | 데이터 없음 |
3.9yrs
평균 재임 기간
50yo
평균 나이
경험이 풍부한 관리: CRWD의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.9 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 14.5yrs | US$247.58m | 0.89% $ 1.5b | |
| Independent Director | 12.8yrs | US$328.01k | 0.31% $ 529.9m | |
| Independent Director | 12.8yrs | US$338.74k | 0.0083% $ 14.2m | |
| Independent Director | 7.7yrs | US$396.04k | 0.0072% $ 12.3m | |
| Independent Director | 14.4yrs | US$323.59k | 0.034% $ 58.9m | |
| Independent Director | 8.4yrs | US$330.51k | 0.044% $ 74.7m | |
| Independent Chairman | 14.1yrs | US$429.77k | 0.034% $ 58.0m | |
| Independent Director | 5.5yrs | US$330.63k | 0.0034% $ 5.8m | |
| Director | 3.3yrs | US$379.95k | 0.030% $ 50.7m |
12.8yrs
평균 재임 기간
63yo
평균 나이
경험이 풍부한 이사회: CRWD의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/29 17:17 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
CrowdStrike Holdings, Inc.는 72명의 분석가가 다루고 있습니다. 이 중 51명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |